Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Hold
0
67
2024
Q4
Hold
0
73
2024
Q3
Hold
0
82
2023
Q2
Sell
-86,676
Closed -$849K 76
2023
Q1
$849K Buy
+86,676
New +$849K 0.19% 32